Working with Odoo 10 - Second Edition

Summary

In this chapter, we started by discussing the role of a CRM system in a modern day business. We installed the CRM module, created salespeople, and proceeded to develop a system to manage the sales process. In our example, we walked an opportunity through the various stages in the sales process. Finally, we saw how to modify stages in the sales cycle and turn the opportunity directly into a quotation.

In the next chapter, we will turn our attention to purchasing products and setting up the MRP application to handle production operations.